Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.

Read through and stick around till the end to know about the exciting changes made

by us just for you.

Feature Updates

1. Introducing Cart in MFU:- 

• We have introduced a Cart feature in MFU, allowing users to add multiple schemes, group them by transaction type, and place orders for each type at once.

• Simplifies transaction management by grouping multiple orders, reducing the need for multiple submissions and enhancing efficiency.

• You can add up to 10 orders and place them together.

• Once schemes are added to the cart in the Investor Portal, they will also be reflected in the cart in the Broker Portal.

• Add Schemes to the Cart in the Investor Portal:

  • Login to Investwell

  • Investor Dashboard > Invest Online MFU > Cart

    Added schemes will be grouped according to the transaction type.

• View in Advisor Portal:

  • Login to Investwell

  • Dashboard > Invest Online MFU > Cart

2. Update in Capital Gain Realized Report: Custom Time Period Adjustment:-    

• We have made a minor update to the Capital Gain Realized report when using the ‘Custom Time Period’ option. Due to changes in tax laws for FY 24-25, the report format was updated.

• When generating a report, the selected time frame determines which tax law applies.

• The system now displays an error message “Custom Period across different tax laws” if a timeframe spanning two different tax laws is selected, as this is not supported.

• If you wish to take out calendar year (Jan-Dec) report, then you need to take out 2 reports. One from 1st Jan to 31st Mar and another from 1st Apr to 31st Dec 2024

• Generate Capital Gain Realized Report:

  • Login to Investwell

  • Investor Dashboard > Reports >Capital Gain Realized 

3. Email Scheduler Update for Capital Gain Realized Report (One-Time Frequency):-

• The Email Scheduler for the Capital Gain Realized report has been updated when the frequency is set to "One Time."

• If the selected custom time period spans across different tax laws, an error text will be displayed "Custom Period across different tax laws."

• Schedule Email:

  • Login to Investwell

  • Dashboard > Email Scheduler > Create Campaign > Select Clients > Capital Gain Realized > Frequency (One Time)

4. Improvements in Asset Allocation Report:- 

• The Asset Allocation Report now includes the option to download it in PDF format for easier access and sharing.

• Additionally, we have introduced two new filters:

  • Asset Class Filter – Allows users to select a specific asset class for a more focused report.

  • Source Data Filter – Users can now choose between Managed Data and Outside Data for better segmentation
    
    

• Where to Find:

  • Login to Investwell

  • Investor Dashboard > Reports > Asset Allocation 

5. New Contract Note Added: GLOBE CAPITAL MARKET LIMITED:-

• We have added support for a new contract note from GLOBE CAPITAL market limited in the system.

• Users can now process and manage contract notes from GLOBE CAPITAL market limited within the platform.

• Upload Contract Note:

  • Login to Investwell

  • Dashboard > Data Management > Create Transaction > Share & Bond > Contract Note Upload

Bugs Resolved

1. "Invite Again" Button Not Displaying:-

• Issue Reported:

  • A concern was raised in the Client Finder menu regarding the Last Login column, which displays investors' last login details. This column also includes a CTA text that allows users to send an invite to new investors. If the invite was not accepted, a new CTA text "Invite Again" was supposed to appear, but it was not displaying as expected.

  • Additionally, the date and time in this column were unintentionally clickable, leading to invites being sent incorrectly.

• Issue Resolved:

  • We have fixed the issue and are ensuring that the "Invite Again" button now appears. 

  • We have also corrected the behavior of the date and time text, so they no longer trigger invite actions.

• Where to Find:

  • Login to Investwell

  • Dashboard > Clients 

2. Download Sample File Missing in Lead Bulk Upload:- 

• Issue Reported:

  • It was noticed that the Download Sample File option was missing in the Lead Bulk Upload section, preventing users from accessing the sample format for uploading leads.

• Issue Resolved:

  • We have added back the Download Sample File option, allowing users to download the sample format and proceed with bulk uploads smoothly.

• Where to Find:

  • Login to Investwell

  • Dashboard > Leads > Bulk Upload

3. Taxable Capital Gain Amount Showing “Zero”(0) in Capital Gain Realized Report:-

• Issue Reported:

  • It was observed that the Taxable Capital Gain (CG) Amount was incorrectly showing as “Zero” (0) in the Capital Gain Realized Report, even when there were taxable gains.

• Issue Resolved:

  • We have fixed the issue, and the report will now correctly display the Taxable CG Amount based on the actual gains.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard > Report > Capital Gain Realized > PDF

4. Incorrect CAGR Value Showing in Portfolio Valuation Report:-

• Issue Reported:

  • It was noticed that the CAGR value displayed in the Portfolio Valuation Report was incorrect.

• Issue Resolved:

  • We have fixed the issue, and the report will now display the correct CAGR values based on accurate calculations.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard >  Report > Portfolio Valuation > PDF